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Harness + Salesforce

Create Salesforce records for each new Harness donor

Turn new donor data in Harness into fresh records in Salesforce instantly. This automation creates a new record in Salesforce every time a new donor comes through Harness, saving your non-profit time and ensuring all your fundraising data is captured reliably. Increase your organization's efficiency by letting this workflow handle data entry, so you can focus on making a bigger impact.

Turn new donor data in Harness into fresh records in Salesforce instantly. This automation creates a new record in Salesforce every time a new donor comes through Harness, saving your non-profit time and ensuring all your fundraising data is captured reliably. Increase your organization's efficiency by letting this workflow handle data entry, so you can focus on making a bigger impact.

  1. When this happens...
    HarnessHarness
    New Donor

    Triggers when a donor registers a new account

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record (UTC)

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). Date inputs will be treated as if they are in UTC

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Harness triggers, actions, and search

    Donation Failed

    Triggers when a donation of any kind (one-time, monthly, round-up) fails, usually due to card errors

    Trigger
    Instant
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    • Donation TypeRequired

    Trigger
    Instant
    Try It
  • Harness triggers, actions, and search

    Monthly Donation Created

    Triggers when a donor creates a new monthly donation subscription.

    Trigger
    Instant
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  • Harness triggers, actions, and search

    Round-Up Account Cancelled

    Triggers when a donor cancelled their round-up account.

    Trigger
    Instant
    Try It
  • Harness triggers, actions, and search

    Monthly Donation Cancelled

    Triggers when a donor cancels a monthly donation.

    Trigger
    Instant
    Try It
  • Harness triggers, actions, and search

    Round-Up Account Created

    Triggers when a donor connects a new round-up account.

    Trigger
    Instant
    Try It
  • Harness triggers, actions, and search

    New Ticket Purchase

    Triggers when a transaction is completed in the ticket store

    Trigger
    Instant
    Try It
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About Harness

Raise More + Stress Less with the Harness Fundraising Platform - Nonprofit Industry Leader in Recurring Giving and Donor Experience Automation Tools

Related categories

  • Fundraising
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Related categories

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Zapier Interfaces

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